According to analysts, Ford Mustang Mach-E and F-150 Lightning owners can now use Tesla Supercharger fast chargers. Starting in 2025, Ford will equip its vehicles with the NACS standard charging port, eliminating the need for an adapter to use Tesla Superchargers.
Ford CEO Jim Farley said the Tesla Supercharger network has a higher durability and lower profile than the NACS charging port, providing a better and more convenient experience for customers.
In addition to Ford, GM has also recently signed a charging station rental agreement with Tesla. GM electric vehicle owners now have access to over 12,000 Tesla Superchargers in North America. According to GM representatives, this charging station rental agreement saves them $400 million compared to building their own charging network.
Electrek reported that although the charging process has become more convenient, it comes at a relatively high price. Tesla is said to be charging Ford owners an average of 30% more than Tesla vehicle owners.
Sam Fiorani, global vice president at AutoForecast Solutions, expects Tesla to earn $6 billion, and by 2030, this revenue stream could reach $12 billion through charging station rentals. Another analyst from Wedbush predicted that the Supercharger network could be worth between $10 billion and $20 billion over time, accounting for nearly 10% of Tesla’s revenue in 2030.
Last year, the automaker earned $1.79 billion from carbon credits alone. However, many believe this revenue source may gradually dry up as other automakers ramp up production of electric vehicles. Therefore, charging non-Tesla electric vehicles is a way for the company to increase its revenue stream. Tesla currently operates about a third of the charging stations in the United States.
In Vietnam, the most common electric vehicles and charging stations are from VinFast. VinFast uses the CCS2 standard, which is also used by some automakers in the United States and Europe and is highly compatible.
Currently, VinFast only provides charging stations for VinFast electric vehicle users. Other automakers that have introduced electric vehicles in Vietnam either do not have charging stations, only have home chargers, or have a few fast charging stations at authorized service centers.
Unlike Tesla, sharing VinFast charging stations will have to wait another 10 years. At the 2023 annual general meeting of Vingroup, billionaire Pham Nhat Vuong said bluntly, “After 10 years, we will share VinFast charging stations with other automakers. There’s no reason for us to invest $700 million to build infrastructure and let our competitors use it so easily.”
Reference: Carscoops
